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Client Success Management
Welcome to the Client Success Management Top Docs! This space houses (almost) all materials you will need to use to be successful in our day to day work managing clients and our campaigns. It is always evolving, so please contact the Administrator if something seems out of date, or if you think something new should be added.
Internal Reference Materials – TrueX
Current Administrator: Julie Phillips (julie.phillips@infillion.com)
Internal Reference Materials – trueX
Asana Pre-Sale Intake Form (RFP’s)
Form filled out by Sales Strategy team to submit a Proposal to Ad Studio (can either be Studio or Account handled, but both are tracked here).
Asana Non-Campaign Work Submission Form
Form filled out by Client Success team to submit for an AdStudio deliverable that is not associated with a specific RFP or campaign.
Sold Campaign Asana Intake Form
Fill out this form to submit campaign details for the Project Managers to enter into Asana.
- Sold Asana Process Overview (Desktop/Mobile) – Step-by-step training guide for sold project process on desktop and mobile devices.
- Sold Asana Process Overview (CTV) – Step-by-step training guide for sold project process on CTV devices.
RFP Calculator (Tableau)
Tool to help calculate CPE/Units/Guarantees for a proposal.
- Old Version for Reference (Google Spreadsheet)
Screenshot Request Form
Form to request live screenshots once a campaign has launched (will be delivered back to us in deck format).
An internal document with frequently asked client questions to help with responses to questions during the Pre-Sale (or Post-Sale) Process.
3rd Party Tags
Tag Tracking Sheet (Make a copy!)
Sheet the Account Management team fills out with all client tracking tags.
Note: Always make a copy, do not save over the original!
3rd Party Tag Capabilities
Document outlining the third party tags we can accept and any rules or notes for each.
3rd Party Tag Reporting Requirements
A document outlining how we need to receive access to a client’s campaign in 3rd party serving systems when we do not have direct access.
Reporting Tools
Reporting Templates
Our client-facing template for sharing reporting details on a pre-determined cadence.
Weighted Averages Calculator
A tool to help calculate scoring averages within a campaign creative.
Ex: We execute a custom game where users can receive a score from 1 to 10. Use this tool to quickly calculate the average Score achieved on the game.
trueX Analytics/Tableau
Supplementary reporting tool with custom data. See key reports here.
Templates
Proposal Decks
Our company template used to respond to client proposals.
KOC Deck Template
Deck the Client Success team updates to lead a Kick-off-call for a sold campaign (updated with details from the Proposal).
trueX Mid-Campaign Report Template
A client-facing deck used to showcase topline campaign reporting details and any optimization notes in the middle of a campaign flight to position us for incremental opportunities (can be sent as PPT or PDF).
Wrap-Up Deck Templates
Our client-facing template for summarizing final campaign results to a client.
